- Robert Klosterman is Founder and Advisor at White Oaks Investment Management, Inc. White Oaks serves institutional investors and high-net-worth families in establishing an asset allocation strategy, selecting investment managers, implementing portfolio decisions (strategic and tactical), providing ongoing oversight, and performing risk management testing.
595 Bay Isles Road, Suite 250 Longboat Key, FL 34228 / 941-462-4144/ [email protected]
- Willing Ryan, Founder/Chief Investment Officer at RWR Investments LLC. RWR Investments LLC is a multi-family office platform that provides investment management, operations, planning and governance support to ultra-high net worth families and individuals in the Southern US
1901 N. Akard St. Dallas Texas 75201, United States
[email protected]| 214-308-1970| http://www.rwrinvestments.com
- John Sleeting, Senior Partner at Clearwater Capital Partners. Clearwater Capital Partners (CCP) was founded on the simple principal of stewardship; the ethic that embodies the responsible development and careful management of our client’s resources. We are a Multi-Family Office & Wealth Management independent advisory firm serving a loyal clientele with objectivity, integrity, and experience. John strives to serve as a client’s “Family Chief Financial Officer” to facilitate inter-generational wealth management strategy creation and implementation. John is uniquely positioned to serve a select group of successful ultra-high-net-worth individuals and families in the development and integration of estate planning strategies, cash flow planning, investment management, risk management, insurance solutions structuring and charitable giving.
2800 W. Higgins Road Suite #1025 Hoffman Estates IL 60169 United States
[email protected] | 847.841.8650 | https://www.ccpwealth.com/john-sleeting